R. Thompson
R. Thompson is a registered investment advisor at Pivotpoint Advisors, LLC, based in Las Vegas, NV, with 5 years of industry experience. R. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 11 clients with $730K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fee Estimator
Location
Las Vegas, NV
Get directionsHistory
Regulatory History (3)
Judgment / Lien
December 2018Judgment / Lien
January 2011Judgment / Lien
October 2009Other Business ActivitiesSells Insurance
R. is an insurance broker registered in Nevada and California through PivotPoint Insurance Solutions. He offers Medicare Advantage and Supplement plans, life insurance, dental, vision, and cancer insurance.
Employment History
Current Registrations
Pivotpoint Advisors, LLC
Previous Registrations
Pivotpoint Advisors, LLC
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.